BusyProfessionals

You don’t have time to manage and pay your bills effectively because there just aren’t enough hours in a day.

You never balance your checkbook, get constantly hit with late fees, and never scrutinize your credit card bills.

You have a pile of doctor bills, but haven’t filed a single claim with your insurance company…and the bills are past due.

Preparing your tax materials for your accountant means throwing a bunch of receipts into an envelope and hoping you didn’t forget anything.

You travel…a lot. No time to stay on top of your day-to-day personal financial affairs.

Wouldn’t it be great to turn that bill paying time into personal playing time?

Entrepreneurs and Small Business Owners

You spend so much time on bookkeeping and administrative work that you can’t focus on getting creative and growing your business.

Or, you’re simply not getting to the operations side in a timely way. Not only are bills being paid late, but your office is also disorganized and you don’t have a good grasp of your financials.

How great would it be if someone could analyze and solve your operations issues, pay your bills and provide you with the financial reports you need, so you could spend your time making your business grow?

And, what if that someone could also do online research, deal with vendors, troubleshoot and even help write your website content or your blog?

Small Nonprofit Organizations

You want to grow your donations, but you’re spending so much time on bookkeeping and administrative work that you don’t have time to focus on your cause.

Your contact information is all over the place. You don’t have a cohesive list of your donors, nor do you have a means of tracking their donations, which is so important to your outreach strategies.

You’d like to plan and put on fundraising events, but you have limited staff and volunteers to get it done in a timely way.

Wouldn’t you just love to have all the information you need on your donors at your fingertips and solid systems in place, so you could get on with growing your donations and championing your cause?

Individuals in “Transition”

You are recently widowed or divorced and your significant other handled all the bill paying and other household administrative work.

You are an adult child of aging parents, who now has to deal with their financial affairs.

You don’t even know where to begin.

You need to find out where all the bank and investment accounts are. You don’t even know what bills get paid every month and how they get paid. You don’t have any of the passwords to online accounts.

You now need to establish a whole new set of accounts in your own name and you’ve never used online bill pay.

Wouldn’t you like to not have to worry about that stressful part of your situation, so you can get on with your life?